Glassman Wealth Services Dimensional ETF Tr Dimensional Transaction History
Glassman Wealth Services
- $542 Million
- Q2 2024
A detailed history of Glassman Wealth Services transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Glassman Wealth Services holds 14,600 shares of DFIC stock, worth $396,828. This represents 0.07% of its overall portfolio holdings.
Number of Shares
14,600
Previous 768
1801.04%
Holding current value
$396,828
Previous $20,000
1815.0%
% of portfolio
0.07%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
353Shares Held
230MCall Options Held
900Put Options Held
0-
Envestnet Asset Management Inc27MShares$734 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO23.3MShares$634 Million1.55% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$429 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$160 Million10.81% of portfolio
-
Rw Investment Management LLC Eagle, ID4.71MShares$128 Million16.75% of portfolio